How to Combine Household Statements and Mailings

Multiple Fidelity accounts for different people living at the same address can mean lots of mail. Fortunately, you can combine all eligible accounts in a household onto one consolidated statement to cut down the amount of mail or email communications you receive from us.

What are the benefits of combining statements?

Instead of multiple statements, one consolidated statement will be created for all eligible accounts in the statement household. U.S. Mail customers will receive that statement in a single envelope, reducing the amount of mail from us. eDelivery customers will receive one consolidated statement email for all of the accounts in the statement household: One email for each account owner. And, although each account's trading activity will generate a separate trade confirmation, if multiple trades are placed on the same day, we'll send the confirmations in one envelope.

What do I need to know?

  • All of the accounts you want to household must be owned by people living at the same address. They do not need to be related.
  • A single, combined statement addressed to the owner(s) of the primary account will replace all individual account statements. Separate statements will no longer be created for each account.
  • You will need the Social Security or tax identification number for each member of the household, or you can use the specific account numbers for the accounts you'd like to include. Each member of the household or additional account owners will need to sign the request.
  • The method of statement delivery depends on the elections selected by all customers in the statement household: If one or more owners has elected to receive statements via U.S. Mail, the combined statement will be mailed to just the primary account owner. If all owners are set to eDelivery, then each will receive an email notification when a new statement is available online.
  • Either way, all owners will have online access to the consolidated statement. Therefore, when creating a statement household, you should only add accounts to the household if you wish all owners of those accounts to have access to view the consolidated statement.

If each member of the household wants his or her eligible accounts included, select ALL Eligible Accounts Associated with the Following Numbers, and provide his or her Social Security number. If a household member prefers to have some of his or her accounts excluded (for privacy), select Only These Accounts, and provide the specific account number(s) to be included in the combined statement.

What to expect

  • After we have received your request, your change is effective within 3 business days.
  • You'll receive your consolidated statement on your next scheduled statement delivery date. Other mailings will be consolidated as they become available (such as prospectuses, shareholder reports, and marketing materials).
  • Your household will receive a single envelope containing trade confirmations for brokerage and mutual fund trades made on the same day that contain separate trade confirmations for each account.

Note: If any one account owner changes the address on an account associated with the household, all accounts included in the household will be updated with the new address.

Questions?

800-343-3548

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